Marvell Technology (NASDAQ:MRVL) and Nvidia (NASDAQ:NVDA) arise as leaders in artificial intelligence semiconductor firms in 2025, according to an extensive outlook by Barclays. Broadcom (NASDAQ:AVGO),

Barclays Research today released a new Impact Series report, entitled “AI revolution: Meeting massive AI infrastructure demands.”

Apple and Tesla generated solid returns for shareholders in the past year, but both stocks recently picked up sell ratings from certain Wall Street analysts. Apple is the market leader in smartphones as measured by revenue,

Barclays (LON:BARC) analyst reasserted an Overweight rating for ServiceNow (NYSE:NYSE:NOW) stock with a price target of $1,200.00. The company, currently valued at $220.86 billion, has demonstrated impressive financial performance with a gross profit margin of 79.

Lumentum ( NASDAQ:LITE) just got a major vote of confidence from Barclays, sending its stock up 5% this morning. The firm flipped its rating from Underweight to Overweight and jacked up the price target from $80 to $125,

Broadcom received a price target boost Friday from an analyst at Barclays. In a research report on Friday, analyst Thomas O'Malley adjusted his price target for Broadcom from $205 to $260. The new target represents a roughly 10% upside from its current levels. Barclays maintains a buy rating for Broadcom stock.

Barclays analysts predict a comeback for software sector leaders Microsoft, Workday and Intuit in 2025 with AI adoption and economic recovery. Read more here.

The AI-agent cybersecurity startup Alterya has been bought by the blockchain giant Chainalysis for over $100 million, Business Insider has learned.

Barclays Research today released a new Impact Series report, entitled “AI revolution: Meeting massive AI infrastructure demands.” Focused on the US, as the market leader for the technology ...

LONDON, January 16, 2025--(BUSINESS WIRE)--Barclays Research today released a new Impact Series report, entitled "AI revolution: Meeting massive AI infrastructure demands." Focused on the US ...

LONDON, January 16, 2025--(BUSINESS WIRE)--Barclays Research today released a new Impact Series report, entitled "AI revolution: Meeting massive AI infrastructure demands." Focused on the US, as the market leader for the technology, Barclays Research finds ...

Barclays upgraded Lumentum Holdings Inc (NASDAQ:LITE) to "Overweight" from "Underweight," setting a price target of $125, given significant growth potential driven by surging demand from hyperscale customers.